KAPPA ALPHA CHAPTER OF PHI MU FRATERNITY (EIN 640723232) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

LISA MCALEXANDER

Phone

6597342900

Tax Period

2023-07-01 to 2024-06-30

KAPPA ALPHA CHAPTER OF PHI MU FRATERNITY HOUSE CORPORATION, founded in 1985, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018. The organization ran a surplus of $244K, a strong 17% operating margin.

Mission

PROVIDE MEALS AND HOUSING FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,797,464

Investment Income $21,809

Other Revenue $0

TOTAL REVENUE $1,819,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,402

Fundraising Expenses $0

Other Expenses $1,234,532

TOTAL EXPENSES $1,445,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,819,273	$1,678,732	+0.1%
Expenses	$1,445,934	$1,356,061	+0.1%
Net Income	$373,339	$322,671	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE BARRIER ATCHLEY	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
JENNIFER BOUNDS	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
LYNN INFANGER	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
EMILY OWEN	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
MARTHA RUTH PARVIN	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
NATALIE SCRUGGS	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
DONNA SIMS	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
LEXI VAUGHN SULTAN	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
BETH RAMSEY	PRESIDENT	5.00	Officer	$0	$0	$0
KATHI BEAN	VICE-PRESIDENT	0.00	Officer	$0	$0	$0
LISA MCALEXANDER	TREASURER	5.00	Officer	$0	$0	$0
CATHY GODWIN	ASSISTANT TREASURER	5.00	Officer	$0	$0	$0
BRENDA NOWELL	SECRETARY	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,819,273	$1,445,934	$8,316,536	$373,339
2023	$1,678,732	$1,356,061	$7,905,607	$322,671
2022	$1,672,609	$1,285,099	$8,783,569	$387,510
2021	$1,659,895	$1,205,355	$8,407,602	$454,540
2020	$1,387,841	$1,165,813	$8,472,018	$222,028
2019	$1,465,522	$1,221,107	$9,622,220	$244,415

KAPPA ALPHA CHAPTER OF PHI MU FRATERNITY